Freshworks CRM and SendGrid automations

Ready-made scenarios where Freshworks CRM and SendGrid work for you: pick one — a copy appears in your account and runs on its own.

97 scenarios

New Freshworks CRM contacts — into SendGrid audiences
Contacts from Freshworks CRM into SendGrid audiences
Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
A morning digest: email, news and tasks in one message
A form request into a tracker issue
Route each new order into your CRM, invoices, and mailing list
Support email sorts itself and becomes tasks
A daily overdue-tasks report in your inbox
All work accounts for a new hire from one form
The sprint report — it goes out to stakeholders on its own
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Urgent tasks that don't stall
Candidate shortlisting, emails and screening tasks
Enriching leads with contacts — drop a sheet, get a filled CRM
Turn support emails into tracker tickets automatically
Unpaid-invoice control: task and email — on their own
Win back abandoned Shopify carts by email and in CRM
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
Requests from Notion — into Freshworks CRM tasks with a team notice
New-lead handling: CRM entry, team alert and reminder
Meeting notes — into tasks, participant emails and a summary
Instant reply to a property inquiry with matched listings
Time-based invoices and missing-hours reminders in one run
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
Tickets prioritized by importance, tasks created for you
Bug reports turned into proper tickets
A follow-up email after a canceled meeting — automatically
Stuck tickets, followed up automatically
Release notes — ready the moment a version ships
Open-house visitors into your CRM and into an email, right after the visit
A daily sprint and time-tracking report, by email
Data-load failure monitoring with tasks and alerts
Deal-matched materials — sent automatically by CRM stage
Smart auto-replies to routine emails
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Team-capacity tracking with over-allocation alerts
Interview bookings — call, task and emails assembled automatically
Upsell signals from support tickets
Smart support triage with Freshworks CRM
Contract renewal reminders: an email to the client, a task for the rep
New-issue triage: task, notification, reply to the author, and a logged row
Polite candidate rejections sent by email, with the task closed
A daily briefing by email: tasks and meetings in one message
Client renewal reminders — ahead of time
Critical bugs from testing escalated straight to tickets and engineering chat
Cold outreach with personal emails and CRM logging
A daily numbers summary — to chat and email
A daily launch digest — with a task for each notable one
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
B2B prospect search and personal outreach — on autopilot
Cross-tool task dependencies, reconciled every night
Data-quality watch that alerts only on real issues
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
A competitor cheat sheet right in the Freshworks CRM deal card
Meeting prep that arrives on its own — contact, deals, company and talking points
Website lead scoring — a task for the rep only on the strong ones
Client onboarding after a won deal
Tasks and a recap email after a meeting — from one yes
Re-engaging quiet clients — weekly, without manual tracking
Content ideas from your audience's real pain points
Release notes from closed tasks — published everywhere at once
A personal assistant in your messenger: email, calendar and tasks by voice
Route change requests by the rules — no manual triage
Call summaries, tasks and follow-ups, automatically
A daily goals report: what's on plan and what's behind
Change request routing: tickets, audit trail and notifications
A morning traffic summary for your site — in plain words
Reorder recommendations from your stock table — automatically
Daily task summaries and a weekly report by email
Tell customers their bug is fixed — the moment the issue closes
Early warning for a reputation crisis
Customer churn prediction from deals and tickets
Website leads straight into CRM deals, with a team alert
Customer feedback sorted into themes, tasks and a weekly report
Support tickets turned into a prioritized engineering backlog
A full new-client welcome after the form
Website enquiries: contact, ticket and reply with no manual entry
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Personal emails to new contacts — built from their own socials
Tester feedback triage: tickets, knowledge base and a reply to the author
Action-emails — straight onto your to-do list
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
A Freshworks CRM project from a feature description — with tasks and sub-tasks
Every sale — logged, a ping to you and a thank-you to the buyer
Reminders and escalation for stalled tickets